Financial Flight Academy

The Flight to Financial Success: Our Process (Ep. 16)

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Join Jon and Brent as they take you on an extraordinary adventure, where they talk about what their process is if you want to take flight with the team from Soar Wealth Strategies.

Gain invaluable insights into what it’s like to work with the team at Soar Wealth Strategies, and the different steps in their process. Discover the core values, and the significance of the FIT meeting, to assess your attitude, ability, and assets to create a tailored financial flight plan. 

Jon and Brent talk about:

  • How they got their name: Soar Wealth Strategies
  • Their philosophy of building strong client relationships and the value they place on trust, empathy, and open communication.
  • What their FIT meeting entails
  • The three “A’s” (attitude, ability, and assets) to partner with the team
  • And more

    • Resources: 

    • FINRA.org 

      • Connect With Jon Schuetz and Brent Connelly:

      • Soar Wealth Strategies: Website
      • Call: 531-867-3400
      • LinkedIn: Jon Schuetz
      • LinkedIn: Brent Connelly
      • Facebook: Soar Wealth Strategies 
      • LinkedIn: Soar Wealth Strategies
        • ...more
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        Financial Flight AcademyBy Jon Schuetz and Brent Connelly